JL
JL

James Laschinger

27 Years of Experience

James Laschinger is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is an Investment Advisory Representative at Alliant Retirement Services, LLC, an SEC-registered investment advisory firm. He dedicates about a quarter of his time to this role, providing portfolio management, financial planning, estate planning, and other advisory services.

Employment History
Current Registrations
Alliant Retirement Consulting
July 2013 - Present · 12 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
July 2017 - February 2021 · 3 yrs 7 mos
LPL Financial LLC
June 2016 - August 2017 · 1 yr 2 mos
James E.bashaw & CO.
June 2010 - July 2013 · 3 yrs 1 mo
LPL Financial LLC
December 2009 - October 2015 · 5 yrs 10 mos
LPL Financial LLCBroker
December 2009 - August 2017 · 7 yrs 8 mos
NFP Securities, INC.
October 2007 - December 2009 · 2 yrs 2 mos
NFP Securities, INC.Broker
October 2007 - December 2009 · 2 yrs 2 mos
Mmc Securities CORP.
June 2004 - October 2007 · 3 yrs 4 mos
Mmc Securities CORP.Broker
May 2004 - October 2007 · 3 yrs 5 mos
Usi Advisors
January 2003 - May 2004 · 1 yr 4 mos
Usi Securities, INC.Broker
August 2002 - April 2004 · 1 yr 8 mos
Hobbs Group Investment Advisors, LLC
July 2002 - August 2002 · 1 mo
Westport Financial Services, L.L.C.Broker
September 2000 - July 2002 · 1 yr 10 mos
Painewebber IncorporatedBroker
March 1998 - June 2000 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
December 1997 - February 1998 · 2 mos
State Registrations16 states
AZCADCFLGAILLAMDMNNCNYOHPASCTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.